Time & Budgets

Manage time and budgets so your team can estimate work and track time right where the work happens.

Ian Vacin avatar Erin Jamison avatar
27 articles in this collection
Written by Ian Vacin and Erin Jamison
How-Tos

Adjust dollar amounts (by Roles and by Task Type)

Customize your Task Types and Roles, and then customize your associated billing rates.
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Written by Erin Jamison
Updated over a week ago

Specify fee settings for work templates (or work)

Choose from time & materials, fixed fee, and non-billable for your work items when using Time & Budgets.
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Written by Ian Vacin
Updated over a week ago

Setting the Budget in a Work Template

Set up budgets via estimates in your work template to apply to all work items created off of the template.
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Written by Erin Jamison
Updated over a week ago

Using Time & Budgets in work and contacts

Setting budgets, adding expenses and entering time using Time & Budgets.
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Written by Erin Jamison
Updated over a week ago

Tracking expenses (on work or contacts)

Track expenses on a single work item or get an overall view of expenses at the contact level.
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Written by Erin Jamison
Updated over a week ago

Using filters on a Contact’s Time & Budget

Refine your view using filters off of a Contact's Time & Budgets tab.
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Written by Erin Jamison
Updated over a week ago

Review, update and submit your weekly timesheet

Ensure your timesheet is completed accurately and timely by following these best practices for tracking and submitting time.
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Written by Erin Jamison
Updated over a week ago

Review and approve timesheets as a Time Administrator

On request, review colleagues' weekly submitted timesheets to approve or decline.
Ian Vacin avatar
Written by Ian Vacin
Updated this week

Tracking your colleagues' utilization

View the Colleague Utilization report to see where your colleagues are tracking against their given capacity and expected billable hours.
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Written by Erin Jamison
Updated over a week ago

Export Time & Budget data

Export Time & Budget data from a work item or contact. Export data from the Time menu for timesheets and utilization data.
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Written by Erin Jamison
Updated over a week ago
FAQs

What is the difference between Budget and Budget Allocated on your Kanban Board?

While Budgets show budgeted amounts for all works by assignee, Budget Allocated shows the actual amount of which has been allocated to you.
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Written by Erin Jamison
Updated today

Why can't I see budget information for each column on my Kanban board?

Choose to display column totals on your Kanban board to reveal budget information.
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Written by Erin Jamison
Updated today

What does Role and Task Type mean when I am creating a Time Entry?

The Task Type is what you record your time against, indicating the type of activity you are doing within the Role you have chosen.
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Written by Erin Jamison
Updated over a week ago

How can I view everyone's time entered?

With the Time Administrators permission turned on you have the ability to see everyone's timesheet as well as approve their timesheets.
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Written by Erin Jamison
Updated over a week ago

What are Dollar Amounts?

Dollar Amounts are the default rate that is used when creating an estimate for the Role and Task Type.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

How can I create a one-off custom billing rate?

Steps to capture a time entry with a one-off billing rate for a job.
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Written by Ian Vacin
Updated over a week ago

What are Fee Settings?

Your Fee Settings are where you determine what your fee type is for a given work item or template.
Erin Jamison avatar
Written by Erin Jamison
Updated over a week ago

What is included in a Contact’s Time & Budget?

Turning on contacts in your Time & Budgets Settings allows you to enter and view time, as well as create and track expenses off of contacts.
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Written by Erin Jamison
Updated over a week ago

How can I turn off expenses?

You can turn off expenses by going into your Time & Budgets settings.
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Written by Erin Jamison
Updated over a week ago

What are suggested time entries?

Any activity done on a work item that hasn't been recorded will be a suggested time entry in the given timesheet.
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Written by Erin Jamison
Updated over a week ago

Why can’t I see the Time & Budget tab on a Contact?

If you can't see Time & Budgets in your contacts, it's likely that you have your settings turned on for only work.
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Written by Erin Jamison
Updated over a week ago

What is a Task Type?

Task Types are the activities that you record time against.
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Written by Erin Jamison
Updated over a week ago

How do I edit a Time Entry?

Before submitting your timesheet you can edit your time entries in multiple places to ensure you've captured all time.
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Written by Erin Jamison
Updated over a week ago

How do I submit a timesheet?

When you've completed your week, submit your timesheet to your Time Admin.
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Written by Erin Jamison
Updated over a week ago